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  1. Preface
  2. Part 1: Concepts and Models
  3. Part 2: Custom XConnect Created with a Load Template
  4. Appendix A: Resource Configuration File

Metadata Manager Custom Metadata Integration Guide

Metadata Manager Custom Metadata Integration Guide

Process to Use Rule-Based Links for Resources

Process to Use Rule-Based Links for Resources

You can use rule-based links to create linking rules for a pair of resources.
To create linking rules for a pair of resources, complete the following steps:
  1. Create a rule set file and configure the rule set in the file.
  2. If the rule set file contains endpoint links for a PowerCenter resource, load the PowerCenter resource to ensure that Metadata Manager configures connection assignments for the resource.
  3. Upload the rule set file to the source resource or the target resource on the
    Load
    tab.
    When you upload the file, Metadata Manager creates the rule set in the Metadata Manager repository. Metadata Manager associates the rule set with the resources that you specify in the rule set file.
  4. Link the objects in the resources by completing one of the following tasks:
    • Load the resources. The load process uses the rules to create the links between matching objects.
    • Use the
      Resource Link Administration
      window in the
      Load
      tab to create the links. If you loaded the resources, direct Metadata Manager to use the rules to create the links between matching objects.

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